QWP
Quotient Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
4,715
+653
| +16% | +$87.1K | 0.02% | 158 |
|
|
2025
Q1 | $524K | Hold |
4,062
| – | – | 0.02% | 172 |
|
|
2024
Q4 | $518K | Buy |
4,062
+500
| +14% | +$63.8K | 0.02% | 166 |
|
|
2024
Q3 | $457K | Hold |
3,562
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $422K | Sell |
3,562
-1,213
| -25% | -$144K | 0.01% | 193 |
|
|
2024
Q1 | $578K | Sell |
4,775
-1,089
| -19% | -$132K | 0.02% | 158 |
|
|
2023
Q4 | $655K | Buy |
+5,864
| New | +$655K | 0.03% | 152 |
|